Setting Up Customer Charges

1. Click the Customer Maintenance tab.

2. Click Customer Profile.

3. Select a customer.
   
   Click here to learn how to search for and select a customer. Vision will display the customer in each of the Customer Maintenance screens you click.

Click the image to see a larger view.

4. Click the Charges tab.

5. Select the special charge.

The list is populated with the special charges you set up in Vision Configuration.

6. Type the charge.

The charge will be added or subtracted each month from the customer's account. The calculation method depends on the type of special charge you selected in Step 5:

• Percentage of Month-to-Date Purchases

  

• Fixed Dollar Amount

  

• Percentage of Account Balance

  

7. Click Add.

The table displays the Special Charge as shown below.

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8. Click Accept.

1. Click the Customer Maintenance tab.

2. Click Customer Profile.

3. Select a customer.
   
   Click here to learn how to search for and select a customer. Vision will display the customer in each of the Customer Maintenance screens you click.

Click the image to see a larger view.

4. Set the Allowance by Company check box if you want to calculate and update restocking allowances by company.

If you set this check box, a separate tab displays for each company.

5. Set the Exempt from Fees check box if restocking allowances and fees do not apply to the customer.

Setting this check box disables all the Restocking Fee options.

6. Set the Restocking Model Calc Bypass check box.

Enabling this check box keeps the warehouse's return allowance model from overriding the settings you enter on this screen.

3. You should always set this checkbox unless you want your settings to be temporary only. If the box is cleared, your changes will be lost the next time the allowance model is run in Vision BackOffice.

7. Set or clear the Exclude From Allowances check boxes.

   7. Set Cores if returned cores should not be included when calculating the maximum return allowance.

   8. Set Warranty if parts still under warranty should not be included when calculating the maximum return allowance.

    

8. Enter the restocking fee percentage.

   This is the percentage that the company will be charged for returning a part. The warehouse will charge a fee equal to a percentage of the part's cost.

   Current Accumulated displays the cumulative total restocking fees for the selected duration.  If you are setting up allowances by company, each tab will show that company's current accumulated restocking fee amount.

   Maximum Allowance displays the maximum amount of restock fees that the customer is allowed to have. If you are setting up allowances by company, the companies will maintain this amount.

9. Select the calculation method.

   The calculation method determines the customer's maximum amount of restocked parts.

   6. Purchase % specifies a percentage of the customer's total purchases

   7. Paid % specifies a percentage of the customer's balance paid.

   8. Fixed Dollar specifies a fixed dollar amount.

10. Select the time duration for the Maximum Allowance amount.  

    10. Prior Year

    11. Prior Month

    12. Previous 12 months

    The Start Date is read-only and shows the date from which the system starts calculating the current accumulated restocking fees. The system will change the date depending on the duration option you select.

11. Click Accept.

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Related Topics

Update Return Model Allowances

Enabling Warehouse Restocking Fees